Sustainable Insight Capital Management’s FirstService FSV Stock Holding History

Sustainable Insight Capital Management’s Portfolio FSV Stock Details FSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$910K	Buy	6,538 +2,469	+61%	+$376K	0.31%	53
2025 Q4	$633K	Sell	4,069 -1,200	-23%	-$195K	0.21%	52
2025 Q3	$1M	Buy	5,269 +852	+19%	+$165K	0.32%	41
2025 Q2	$771K	Buy	4,417 +1,800	+69%	+$312K	0.35%	42
2025 Q1	$434K	Buy	2,617 +230	+10%	+$40.3K	0.22%	55
2024 Q4	$432K	Sell	2,387 -100	-4%	-$18.7K	0.19%	53
2024 Q3	$454K	Buy	+2,487	New	+$427K	0.21%	49

Other funds holding FSV

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sustainable Insight Capital Management's FSV Position: Q1 2026 in Review

Sustainable Insight Capital Management increased its FirstService (FSV) stake by 61% in Q1 2026, buying an estimated $376K and bringing the position to 6,538 shares worth $910K. The position accounts for 0.31% of the portfolio, ranked #53.

Sustainable Insight Capital Management first reported a position in FSV in Q3 2024 and has held it in 7 quarters since. The position peaked at $1M in Q3 2025. 298 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

Sustainable Insight Capital Management held 6,538 shares of FirstService worth $910K as of Q1 2026.
Sustainable Insight Capital Management bought 2,469 FirstService shares in Q1 2026, an estimated $376K.
FirstService made up 0.31% of Sustainable Insight Capital Management's portfolio in Q1 2026, its #53 holding.
Sustainable Insight Capital Management first reported a position in FirstService in Q3 2024 and has held it in 7 quarters since.
Sustainable Insight Capital Management's FirstService position peaked at $1M in Q3 2025.
298 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

Based on Sustainable Insight Capital Management's 13F filing for Q1 2026, filed 14 May 2026.